The term Viewer is used in two different ways in MeisterTask:

• Viewer seat: A type of product license for MeisterTask. 
• Viewer role: A project-specific role.

This article explains the permissions available for users with a Viewer seat and what actions users can take when assigned the Viewer role in a project.

What is a Viewer?

The term Viewer applies to both product seat and project role.

Viewer seat

A Viewer seat determines a user's overall access to MeisterTask. It affects:

• The ability to use features such as search, reports and not being able to use features such as My Checklist.
• The project roles a user can be assigned. Users with a Viewer seat can only be assigned the Viewer role in projects. They cannot take on any other role.
  
  

Viewer role

A Viewer role defines a user's permissions within a specific project or note. Viewers:

• Can view project content.
• Have read-only access.
• Cannot create new content or edit existing content.
  
  

What can Viewers do?

Users with a Viewer seat can:

• Search and view content: Use the search function in the left sidebar.
• Reports: Access predefined reports using the Quick Reports feature.
• Join Team-Projects as a Viewer

Users with the Viewer role in a project can:

• Access content: view all team content, private projects where they have been added, and archived/deleted items.
• Interact: react to comments with emojis and receive notifications.
• Attachments: view/download attachments.
• Printing: use print functions.
• Presentation Mode: use presentation mode in Notes.

What can Viewers not do?

Users with a Viewer seat cannot:

• Create projects or notes
• Join external projects or notes in a guest role
• Create or access items in My Checklist

Users with the Viewer role in a specific project cannot:

• Create or edit tasks (including filling out task details or notes)
• Add attachments to tasks or notes
• Assign tasks to themselves or others
• Create comments on tasks or notes
• Set due dates or schedule timelines for tasks
• Pin tasks
• Modify project settings, such as:
  • Adding or removing project members
  • Editing tags
  • Sharing projects
  • Setting up automations
• Watch or follow tasks and projects (they cannot add themselves as watchers)

How can I set up a Viewer in MeisterTask?

Team Admins can assign the Viewer to a user as a product seat on the Accounts page. Assigning Viewer seat restricts the user’s access systemwide.

Content Managers can assign the Viewer role as a project role for specific projects or notes in their Project/Notes Settings. Assigning the Viewer role at this level restricts the user’s access only within the selected project or note.

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